Is the $300m a return of funds per se, or just the fact that...

Is the $300m a return of funds per se, or just the fact that they won't be investing that amount to fulfil the soon-to-be lapsed contract?

This quote in the AFR is what confuses me:
"I'm not tying up three hundred million bucks to make no return," Mr Hooper told a conference call on Monday morning. He said if Sigma had signed a deal and then told the market that its earnings before interest and tax would halve because of it, investors would have been unimpressed. "I'm not sure there would have been a warm round of applause".
https://www.copyright link/business...-in-chemist-warehouse-shakeup-20180701-h1245f

EBOS Group up 5% on the news of its win. One distributor paints a picture of an unworkable contract given the expected returns, the other pitches it as a significant coup. Hard to know where the truth lies.